RESOURCES
Information and knowledge is key to getting ahead in life. Here at Purpose Planning, we aim to be educators first and advisers second so all our clients know what they are doing.
We help clients from all different socioeconomic backgrounds and want them to learn about their personal finances and get ahead in life.
Below we have provided documents that we provide to clients in our first meeting to help you understand your personal finances.
Financial Education
Financial Education - Little Book of Wealth Concepts
This is a book our principal financial planner - Lionel O'Mally created to help his clients understand all the areas of there personal finances. In it there are little pieces of information to help you understand concepts of advice and its a tool to help educate our clients on finances if they are not familiar with there finances.
Financial Services Guide
Mygov Super Fund Information
Vanguard Index Cart
Advice Practitioner Certificate
Financial Advice Association Australia - Advice Practitioner
Our Principal Financial Planner - Lionel O'Mally is part of the financial planning industry group and has been recognised as a certified Advice Practitioner. This mean he has satisfied the education, experience and ethics requirements for admittance to the association. This gives our clients confidence you are dealing with a real 'Advice Practitioner'.
Value of Financial Planning
Manage your financial world in one place within your
Wealth Portal App
Finances at your finger tips
Our Wealth Portal app is the ultimate tool for managing your finances. It puts you in control of your wealth, allowing you to keep up to date with your own personal finances as a family group.
With easy-to-use features and comprehensive data analysis, our Wealth Portal gives you the power to make informed decisions about investments, cash flow, and more. Get started today and take control of your financial future!
Watch how our clients use the Purpose Wealth Portal
​How the Purpose Wealth Portal works
The Wealth Portal App provides easy access to all your financial information in one place. It allows you to monitor your investments, track spending, and get personalized advice to reach your financial goals.
With the app, you can view account balances, track performance, and view historical data to gain insights into your investments.
BENEFITS USING APP
View all financial information
View all your financial information within one app and update balances daily
Make budgeting easy
Bank datafeed allow you to identify whats coming in and going out and we can help create a budget easily from this
Electronic signature
From a click of your finger you can now sign documents electronicslly and they will be stored in your doc vault
Store documents
Store all documents in your document vault securely and safely.
Manage your property
Get live valuations from CoreLogic and make it easy to manage the finances for the property
Access on all devices
Login from any device and access your information securely.
Stay in control
Keep up-to-date with all your finances in one app and know where your money is going
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collaborate with professionals
Introduce professionals you work with or we can introduce the trusted professionals we work with to collaborate and help you with your finances
SUBSCRIBE
If you're not a client of Purpose Planning? No problem! You can get access to the fantastic tools in the Purpose Wealth Portal for only a subscription basis for $27.50 per month.
We accept the following payment methods: Credit card, debit card, AMEX or PayPal account.
Once your payment has been approved, Purpose Planning will email you an invitation to the Wealth Portal along with a guide to get started.
On weekdays, you will be emailed within 24 hours. Your monthly debit will take place automatically.
